Should I Give a Bit?

Should I Give a Bit?

Your hosts this weeks are Trevor Cummings and Sean Latimer of The Bahnsen Group

Show notes

There are different ways people deal with stress – some healthy, some not.

Me?

I like to organize. Yup, as weird as that sounds, when I’m stressed, sometimes organizing the junk drawer is my only source of relief. Something about just putting everything in its place gives me a little peace.

A few years back, we installed some ceiling racks in the garage. Putting everything in storage bins and tucked away was true bliss.

With that said, I do bring this same desire for order and organization to my personal finances. I value simplicity, cleanliness, and everything being where it should be.

Opening a Donor Advised Fund (DAF) gave me a similar bliss to that of those ceiling racks. Yes, as nerdy as that sounds, getting our family’s giving organized brought me a lot of peace. I figured today we could discuss what a Donor Advised Fund is and some of the benefits my family has experienced from resourcing a DAF.

Links mentioned in this episode:

Hosts

Trevor Cummings

Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

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Guests

Sean Latimer

Sean Latimer

Sean is a partner and a private wealth advisor at The Bahnsen Group.

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